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Recent Posts
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Tag Archives: Earnings
Intel Inside: Macro Notes from the Conference Call
Intel announced a 48 percent y/y jump in 4Q net income after the bell driven by strong corporate spending. The company plans to step-up capital spending to $ 9 BN in 2011 with the emerging markets their main driver of … Continue reading
Apple Needs “Big Mama” Beat to Keep the Markets Rolling *
Apple reports after the bell on Monday and we think this event will determine the direction of the risk markets over the next few weeks. Given its recent and historic run-up into earnings, the company will have to beat estimates … Continue reading
Global Macro Monitor 